Over the past few months, we have become more positive on US Treasuries.

The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).

During 2017, investors enjoyed several positive surprises.

Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.

Our interview series returns

Latest edition of the print magazine online

Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.

Evolution of the current business cycle a boon

Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.

The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.